Product Information
What is Finance assist?
Finance Assist helps you flexibly track expenses, income, plan budgets, and achieve financial goals. Actively plan and manage your finances across multiple currencies, banks, and financial institutions. Gain full control over your financial situation. Let's explore our fantastic features:
Quick and easy daily expense and income recording: With just a few taps on the screen, you can track daily spending, income, budgeting, savings, debts, bills, and payments.
Bill organizer: Set up your planned expenses/income and receive notifications before due dates. You'll never forget to pay your bills again.
Insightful reports: Easy-to-understand charts and financial overviews provide actionable insights into your financial status, bank accounts, credit and debit cards, debts, and cash.
Budget your expenses: Flexible budgeting—set one-time or recurring budgets, combine any number of categories and wallets, and monitor your results daily. You'll understand where you or your family spends money, identify areas to cut back, and plan for the future.
Multiple accounts/wallets: Easily manage funds across various account types, such as bank accounts, credit cards, and savings accounts. Supports multiple currencies with automatic exchange rate updates.
Savings account manager: All savings accounts are kept in one place, and interest is automatically calculated based on your current rate.
Share finances with trusted individuals: Easily invite and share financial records with team members or family. Beyond sharing records, you can create family budgets and generate clear, detailed analysis reports to help your family make informed financial decisions.
Automatic data backup: All financial records are securely stored in the cloud at all times. Finance Assist works seamlessly across devices, allowing you to access data, track money, and view budget reports from any mobile device.
Reminders: Daily data entry reminders and bill payment alerts.
Other features:
- Recurring expense/income transactions
- Create custom income and expense categories and subcategories
- Beautiful category icons
- Debt tracking: Monitor loans, debts, payments, and collections
- Easy filtering of income and expenses by time range, category, or wallet
- Built-in calculator
- Sign in with Google, Apple, or email
What are you waiting for? Download Finance Assist now—it’s free!
How to use Finance assist?
Finance Assist is a tool that helps users flexibly track income and expenses, plan budgets, and achieve financial goals, enabling comprehensive control over personal or household finances, supporting multi-currency, multi-bank, and multi-financial institution management.
Core Functions of Finance assist
Goal tracking, offline work, multi-currency support, dark mode, multi-account support, cloud sync
Goal Tracking
Work Offline
Support for Multiple Currencies
Dark Mode
Multi-Account Support
Cloud Sync
Usage Scenarios of Finance assist
- Quickly record daily expenses, income, budgets, savings, debts, and bills.
- Set planned income/expenses and receive due reminders to avoid missing bill payments.
- Create one-time or recurring budgets, monitor daily spending, and evaluate and plan for the future.
- Share financial records with family to jointly create household budgets and make financial decisions.
- Manage multi-currency, multi-type bank accounts, credit cards, and savings accounts with automatic exchange rate updates and interest calculations.
- Gain insightful reports on financial status through easy-to-understand charts and financial overviews.
Common Questions about Finance assist
What does Finance Assist do?
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